About the client
The client is a global professional services firm delivering audit and assurance, technology advisory, analytics, tax, corporate finance, internal audit, risk consulting, and sustainability services.
With large volumes of audit engagements across industries, the firm required a modern digital platform to streamline audit documentation, improve traceability, and increase operational efficiency.
Client challenges
Audit management processes were heavily manual and fragmented, increasing administrative burden and the risk of human error. The lack of structured mapping between audit questions and supporting documents made traceability difficult, while final audit reports were manually compiled, leading to inconsistencies and delays. Disorganized audit data further hindered retrieval and analysis, slowing audit execution and reducing auditor productivity.
These limitations slowed audit execution and reduced confidence in audit outcomes. To improve audit quality, efficiency, and transparency, the firm required a centralized digital platform for audit documentation and reporting.
Solution
LevelShift designed and implemented a digital Audit Management Letter platform using Power Pages and Dataverse to modernize audit workflows end to end.
- Built a dynamic Audit Management Letter module in Power Pages for structured audit tracking
- Implemented conditional logic for intelligent question display and contextual data capture
- Linked document uploads directly to relevant audit questions using Dataverse APIs
- Automated PDF report generation for standardized, audit-ready documentation
- Centralized audit data to improve accessibility, traceability, and reporting
This solution replaced fragmented manual processes with a governed, automated audit management system.
Benefits
- Digital workflows reduced manual effort by 30% and improved data accuracy.
- Linked documentation enabled real-time validation and audit transparency.
- Auto-generated reports improved report turnaround time by 20%.
- Centralized audit data supported faster analysis and decision-making.
- Reduced administrative overhead allowed auditors to focus on strategic, value-added work.